{"id":23000,"date":"2021-02-01T12:10:46","date_gmt":"2021-02-01T20:10:46","guid":{"rendered":"https:\/\/genuscap.com\/?p=23000"},"modified":"2026-03-17T13:39:09","modified_gmt":"2026-03-17T20:39:09","slug":"webinaire-sur-la-designation-des-beneficiaires","status":"publish","type":"post","link":"https:\/\/genuscap.com\/fr\/beneficiary-designations-webinar\/","title":{"rendered":"Webinaire sur les d\u00e9signations de b\u00e9n\u00e9ficiaires - Nous devons en parler"},"content":{"rendered":"
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Regarder \u00e0 la demande : Webinaire sur les d\u00e9signations de b\u00e9n\u00e9ficiaires - We Need to Talk Webinar <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Th\u00e8mes<\/p>

  • Nouvelle jurisprudence appliquant la pr\u00e9somption de trust r\u00e9sultant en faveur de la succession \u00e0 toutes les d\u00e9signations de b\u00e9n\u00e9ficiaires et ce qu'il faut faire \u00e0 ce sujet<\/li>
  • Avantages, inconv\u00e9nients et limites des d\u00e9signations de b\u00e9n\u00e9ficiaires<\/li>
  • Forme de la d\u00e9signation
    Terminologie (rentier successeur, etc.)<\/li>
  • Imp\u00f4ts<\/li>
  • Forcer le transfert au conjoint dans les familles recompos\u00e9es<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    \u00c9viter les cons\u00e9quences involontaires des d\u00e9signations de b\u00e9n\u00e9ficiaires - Ce que vous devez savoir avant de signer les formulaires.<\/p>

    Comprendre les implications de l'ajout d'une d\u00e9signation de b\u00e9n\u00e9ficiaire dans les REER, les FERR, les comptes d'\u00e9pargne libre d'imp\u00f4t et les polices d'assurance-vie peut vous aider \u00e0 \u00e9viter les cons\u00e9quences potentielles \u00e0 long terme ou \u00e0 vous y pr\u00e9parer. Rejoignez-nous pour examiner des affaires judiciaires r\u00e9centes et concr\u00e8tes qui montrent comment ces d\u00e9signations peuvent se retourner contre vous.<\/p>

    Rejoignez les conf\u00e9renciers Alison Oxtoby, fondatrice de Balmains Law Corporation, et Richard Weiland, associ\u00e9 chez Clark Wilson LLP, qui exploreront les nombreuses possibilit\u00e9s de d\u00e9signation de b\u00e9n\u00e9ficiaires. S'appuyant sur leur vaste exp\u00e9rience, Alison et Richard donneront aux auditeurs les outils dont ils ont besoin pour \u00e9viter les erreurs qu'ils constatent trop souvent.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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    \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"alisson\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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    Alison Oxtoby<\/strong>TEP - Balmains Law Corporation, Okanagan<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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    Alison Oxtoby est la fondatrice du cabinet d'avocats Balmains Law Corporation, situ\u00e9 dans l'Okanagan, o\u00f9 elle travaille principalement dans les domaines des fiducies, des successions et du droit des soci\u00e9t\u00e9s. Elle intervient fr\u00e9quemment aupr\u00e8s de diverses organisations professionnelles, notamment l'Association du Barreau canadien et l'Association des comptables professionnels agr\u00e9\u00e9s de la Colombie-Britannique.<\/p>

    Elle est \u00e9galement un membre actif de la communaut\u00e9 juridique, ayant assum\u00e9 de nombreuses fonctions au cours de ses 25 ann\u00e9es de pratique, notamment en tant que membre ex\u00e9cutif de la section de la Colombie-Britannique de l'Association du Barreau canadien, membre du comit\u00e9 consultatif judiciaire de la Colombie-Britannique, pr\u00e9sidente de sa section locale de la Society of Trust and Estate Practitioners et pr\u00e9sidente actuelle de la Kelowna Estate Planning Society.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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    Richard Weiland<\/strong>TEP - Clark Wilson LLP, Vancouver<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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    Richard Weiland est associ\u00e9 chez Clark Wilson LLP et exerce dans les domaines de la fiscalit\u00e9, des successions et des trusts. Il conseille principalement les propri\u00e9taires d'entreprises et les familles sur les questions fiscales, successorales et philanthropiques.<\/p>

    Richard a enseign\u00e9 la fiscalit\u00e9 des trusts et des successions \u00e0 la Peter A. Allard School of Law de l'UBC en tant que professeur adjoint, et a r\u00e9dig\u00e9 des chapitres pour des publications de CLEBC sur des questions de planification et d'administration successorales. Il est r\u00e9guli\u00e8rement invit\u00e9 \u00e0 donner des conf\u00e9rences et \u00e0 r\u00e9diger des articles pour des publics juridiques et non juridiques.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

    Watch on Demand: Beneficiary Designations Webinar \u2013 We Need to Talk Webinar https:\/\/youtube.com\/watch?v=Xuj9IO_YMMU%3Frel%3D0 Topics New case law applying the presumption of resulting trust in favour of the estate to all beneficiary designations & what to do about it Advantages, disadvantages and limitations to beneficiary designations…<\/p>","protected":false},"author":6,"featured_media":22815,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"video","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[26],"tags":[],"class_list":["post-23000","post","type-post","status-publish","format-video","has-post-thumbnail","hentry","category-events","post_format-post-format-video"],"acf":[],"yoast_head":"\nBeneficiary Designations Webinar - We Need to Talk - Genus<\/title>\n<meta name=\"description\" content=\"Join keynote speakers Alison Oxtoby - founder of Balmains Law Corporation, and Richard Weiland, Partner with Clark Wilson LLP as they explore the many avenues of beneficiary designation.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/genuscap.com\/fr\/webinaire-sur-la-designation-des-beneficiaires\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Beneficiary Designations Webinar - 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